Expand Energy 高管表示，随着二叠纪盆地和其他专注于石油的勘探与生产公司在油价达到 60 美元时减少钻机和压裂人员，商品和服务价格可能会下降。
由于 OPEC+ 计划提高产量，油价升至 60 美元后，Expand Energy 预计天然气田钻井和完井 (D&C) 净成本将下降 2% 甚至更多，而美国对大多数进口商品征收的关税可能会进一步挤压油盆伴生气生产商的利润空间。
该专业天然气运营商是全美最大的天然气运营商，第一季度从其位于海恩斯维尔、马塞勒斯和尤蒂卡页岩气田的 190 万净英亩土地中向管道输送了 68 亿立方英尺当量/天的净天然气。
Expand 首席运营官 Josh Viets 在 4 月 30 日的投资者电话会议上表示，其部分 D&C 成本节省来自于 10 月份与西南能源的合并，这使其在天然气田产品和服务的谈判中占据了更有利的地位。
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Reduced prices for goods and services may come as Permian Basin and other oil-focused E&Ps drop rigs and frac crews at $60 oil, Expand Energy executives said.
Expand Energy sees net gas-field drilling and completion (D&C) cost deflation of up to 2% and possibly more in the wake of $60 oil as OPEC+ plans to up its output, while U.S. tariffs on most imported goods may further squeeze oil-basin associated gas producers’ margins.
The pureplay gas operator is the nation’s largest, putting 6.8 Bcfe/d net into pipe in the first quarter from its 1.9 million net acres in the Haynesville, Marcellus and Utica shale plays.
Some of Expand’s D&C cost savings are coming from merging with Southwestern Energy in October, giving it a stronger negotiating position for gas-field goods and services, Josh Viets, COO, said in an investor call April 30.
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